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Avant Financial Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Avant Financial Advisors’s Portfolio SCHE Stock Details SCHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$808K Sell
22,283
-51
-0.2% -$1.82K 0.5% 36
2026
Q1 		$736K Buy
22,334
+1,485
+7% +$50.7K 0.52% 36
2025
Q4 		$683K Buy
20,849
+1,009
+5% +$33.6K 0.49% 39
2025
Q3 		$662K Buy
19,840
+206
+1% +$6.49K 0.5% 39
2025
Q2 		$592K Hold
19,634
– – 0.49% 38
2025
Q1 		$541K Buy
19,634
+695
+4% +$19K 0.49% 40
2024
Q4 		$504K Buy
+18,939
New +$535K 0.46% 45

Other funds holding SCHE

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

Avant Financial Advisors's SCHE Position: Q2 2026 in Review

Avant Financial Advisors reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.23% in Q2 2026, selling an estimated $1.82K and leaving 22,283 shares worth $808K. The position accounts for 0.5% of the portfolio, ranked #36.

Avant Financial Advisors first reported a position in SCHE in Q4 2024 and has held it in 7 quarters since. 313 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Avant Financial Advisors held 22,283 shares of Schwab Emerging Markets Equity ETF worth $808K as of Q2 2026.
  • Avant Financial Advisors sold 51 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $1.82K.
  • Schwab Emerging Markets Equity ETF made up 0.5% of Avant Financial Advisors's portfolio in Q2 2026, its #36 holding.
  • Avant Financial Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 313 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Avant Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.